AUMdb

Western Refinery Services, Inc. 401(k) Plan

Sponsored by Western Refinery Services, Inc. · EIN 911473401 · Plan #001

Total assets
$13.1M
Net assets
$13.1M
Active participants
195
With balances
167

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
American Northwest Advisory Services L.L.C. CRD 110117 fuzzy_auto · 97% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
American Northwest Advisory Service Investment advisory (plan), Direct payment from the plan $44,247
American Northwest Rps Recordkeeping, Participant loan processing, Direct payment from the plan $14,533